Advisor OverviewEvaluSys LLCwww.EvaluSys.cominfo@EvaluSys.com
What is EvaluSys?                                   EvaluSys                                      provides online diagnost...
Advisor Solutions                                                                           Business Wellness Checkup:    ...
Advisor Value Chain                                                                           Business Wellness Checkup   ...
Business Wellness Checkup                             Would the prospective client value an in-depth                      ...
Business Wellness Checkup                         Integrate a FREE initial online business check-up                       ...
Evaluation Primer                                                                           Prospect responds to 10 minute...
Evaluation Primer                              Consultant receives more detailed                          diagnosis for us...
Premium Edition                       Increased                                               Greater                     ...
New Premium Feature                                                                           Diagnostic Scorecard is a ne...
Setup A New Client   Option 1: Checkup-Qualified Prospect Conversion              Your Private               Client on    ...
Diagnostic Control       You control your      client’s evaluation          experience        Reveal or   withhold access ...
Business Evaluation                                                                                Clients / Prospects    ...
Diagnostic Reporting              Diagnostic results can be delivered via customizable              report, providing key ...
Typical Advisor Use          • Advisor provides Business Wellness Checkup link on            website, email and social med...
More Information          • Visit EvaluSys.com for:                     – Online demonstrations                     – Whit...
EvaluSys LLC8508 Park Road #141Charlotte, NC 28210(888) 542-7580
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EvaluSys Advisor Overview

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EvaluSys® provides a broad, online diagnostic evaluation of your organization’s management practices to uncover a wealth of actionable ideas to drive greater company performance. The EvaluSys Business Evaluation™ has been designed by management experts to help you improve your sales, marketing, business planning, human resources, financial planning & control, executive leadership and much more. Improve your top-line sales and overall profitability by employing the most comprehensive online management diagnostics ever created for small and mid-market companies.

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EvaluSys Advisor Overview

  1. 1. Advisor OverviewEvaluSys LLCwww.EvaluSys.cominfo@EvaluSys.com
  2. 2. What is EvaluSys? EvaluSys provides online diagnostic tools ® revealing unmet needs of prospects or existing clients Executive Leadership Product/Service Innovation Business Planning Financial Planning & Control Exit Planning Human Resources Sales Process Management / Supervision Marketing Strategy Business Process Quality Advisor benefits: • Identify and close new business • Reduce business development time and expense • Extend engagements with existing clientsCopyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved.EvaluSys is a registered service mark of EvaluSys LLC 2
  3. 3. Advisor Solutions Business Wellness Checkup: Engage / Inspire • Free tool to engage prospects • Identifies candidates for further examination Business Evaluation: Collect / Analyze • Presents questions, collects responses • Analyzes responses to identify issues Diagnostic results provide: Present Results • Call-to-action for client leadership • Visibility to critical issues / needs • Opportunity to demonstrate expertise Post-Evaluation: Deliver Solutions • Help clients prioritize actions • Deliver needed expertise • Refer non-core solutions to partnersCopyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved.EvaluSys is a registered service mark of EvaluSys LLC 3
  4. 4. Advisor Value Chain Business Wellness Checkup Qualified Suspects Engage / Inspire Prospects Business Evaluation Diagnostic Collect / Analyze Clients Qualified Clients Present Results Advisory Consulting Clients Deliver Solutions ClientsCopyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved.EvaluSys is a registered service mark of EvaluSys LLC 4
  5. 5. Business Wellness Checkup Would the prospective client value an in-depth evaluation in one or more management areas? Business Executive Process Leadership Quality Product / Business Human Management Fin. Planning Exit Planning Marketing Sales Service Planning Resources / Supervision & Control InnovationCopyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved.EvaluSys is a registered service mark of EvaluSys LLC 5
  6. 6. Business Wellness Checkup Integrate a FREE initial online business check-up into your marketing programs Search Engine Twitter Ads LinkedIn Email Marketing Facebook Seminars Web Home Page Qualified leads Web Landing directed back to Integrated tracking your website for • Click-Thru Webinars Pages • Diagnostic Completion conversion • Qualification • ConversionCopyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved.EvaluSys is a registered service mark of EvaluSys LLC 6
  7. 7. Evaluation Primer Prospect responds to 10 minute diagnostic and receives immediate feedback via email Examine your Business Exit Readiness Implications: Lack of timely exit planning will jeopardize your ability to Further examine your readiness to exit your business in a way exit your business on terms that will satisfy your financial that helps you become keenly aware of how effective exit needs and on a timeframe that supports your personal life planning and timely execution of those plans will maximize your goals. ability to achieve or exceed business objectives and meet your If you do not recognize the critical importance of timely exit personal financial goals. planning, you may lose the opportunity to position yourself for a successful exit. Outcome: If you do not become aware of all the strategies available to The Exit Planning chapter of the EvaluSys Business Evaluation significantly improve your business exit success, you may will help you recognize actions you can take to prepare for a find you no longer have time to employ many strategies as successful business exit. you approach your chosen time for exit. Benefits: Become aware of the powerful impact effective exit planning can have on your personal satisfaction once you leave your business. Understand the critical importance of timely preparation to position your company for an optimal exit. Recognize where early planning can help remove barriers and mitigate risks as you prepare to exit your business.Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved.EvaluSys is a registered service mark of EvaluSys LLC 7
  8. 8. Evaluation Primer Consultant receives more detailed diagnosis for use in prospect follow-up Examine your Business Exit Readiness >>Does not fully recognize their personal financial needs for liquidity. Further examine your readiness to exit your business in a way that helps you become keenly aware of how effective exit planning and timely execution of those >>Does not understand the variety of complex strategies plans will maximize your ability to achieve or exceed available to maximize the value received at exit. business objectives and meet your personal financial goals. >>Does not know the size of any "value gap" that might impact their ability to exit. >>Does not know the key value drivers influencing the amount buyers will pay for a company in their industry. >>Does not know if they have organized their company to minimize tax liability upon business exit. >>Does not have access to the right collection of experienced exit advisors to achieve their exit objectives.Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved.EvaluSys is a registered service mark of EvaluSys LLC 8
  9. 9. Premium Edition Increased Greater Impact MotivationCopyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved.EvaluSys is a registered service mark of EvaluSys LLC 9
  10. 10. New Premium Feature Diagnostic Scorecard is a new feature of the Premium EditionCopyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved.EvaluSys is a registered service mark of EvaluSys LLC 10
  11. 11. Setup A New Client Option 1: Checkup-Qualified Prospect Conversion Your Private Client on EvaluSys Option 2: Direct Add Private ClientCopyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved.EvaluSys is a registered service mark of EvaluSys LLC 11
  12. 12. Diagnostic Control You control your client’s evaluation experience Reveal or withhold access to results online Which diagnostic chapters are visible Whether your client has visibility to other EvaluSys advisors for assistanceCopyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved.EvaluSys is a registered service mark of EvaluSys LLC 12
  13. 13. Business Evaluation Clients / Prospects answer questions Consultant reviews results with business to discuss needed solutionsCopyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved.EvaluSys is a registered service mark of EvaluSys LLC 13
  14. 14. Diagnostic Reporting Diagnostic results can be delivered via customizable report, providing key talking points for client discussion. Advisor’s Remarks Steve, this is particularly important for you at your stage of business development. It is critical for you to begin exit planning now, to allow time for value growth strategies to take effect. If you plan to retire in the next couple years, there is no time to delay.Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved.EvaluSys is a registered service mark of EvaluSys LLC 14
  15. 15. Typical Advisor Use • Advisor provides Business Wellness Checkup link on website, email and social media marketing. • Advisor uses individual diagnostic chapters for targeted workshops (online/offline). • Advisors price their diagnostic services on a cost-plus basis • Broad diagnostic results yield opportunities for key referral partners, generating reciprocal referral business. • Advisors partner with CPA Firms, Law Firms or other organizations to deliver diagnostic services.Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved.EvaluSys is a registered service mark of EvaluSys LLC 15
  16. 16. More Information • Visit EvaluSys.com for: – Online demonstrations – Whitepaper downloads – Advisor registration • Email TomBixby@EvaluSys.com or call (704) 542-7580 x224 for: – Pricing – Answers to additional questions – Sample reports – Client Trial account accessCopyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved.EvaluSys is a registered service mark of EvaluSys LLC 16
  17. 17. EvaluSys LLC8508 Park Road #141Charlotte, NC 28210(888) 542-7580

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